Holcombe Financial’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Holcombe Financial’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.5M	Buy	114,914 +776	+0.7%	+$78.2K	6.34%	7
2026 Q2	$11.7M	Sell	114,138 -1,020	-0.9%	-$105K	6.58%	7
2026 Q1	$11.9M	Buy	115,158 +6,320	+6%	+$651K	7%	5
2025 Q4	$11.1M	Buy	108,838 +1,600	+1%	+$165K	7%	5
2025 Q3	$11.1M	Buy	107,238 +1,147	+1%	+$118K	7.74%	6
2025 Q2	$10.9M	Buy	106,091 +1,663	+2%	+$171K	8.22%	5
2025 Q1	$10.8M	Buy	104,428 +1,442	+1%	+$147K	8.97%	4
2024 Q4	$10.4M	Buy	+102,986	New	+$10.4M	8.53%	5

Other funds holding STIP

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Holcombe Financial's STIP Position: Q3 2026 in Review

Holcombe Financial increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.68% in Q3 2026, buying an estimated $78.2K and bringing the position to 114,914 shares worth $11.5M. The position accounts for 6.34% of the portfolio, ranked #7.

Holcombe Financial first reported a position in STIP in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.9M in Q1 2026. 472 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Holcombe Financial held 114,914 shares of iShares 0-5 Year TIPS Bond ETF worth $11.5M as of Q3 2026.
Holcombe Financial bought 776 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $78.2K.
iShares 0-5 Year TIPS Bond ETF made up 6.34% of Holcombe Financial's portfolio in Q3 2026, its #7 holding.
Holcombe Financial first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's iShares 0-5 Year TIPS Bond ETF position peaked at $11.9M in Q1 2026.
472 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.